Novogradac 2022 Fall New Markets Tax Credit Conference

Agenda

Agenda Subject to Change: Please note agenda is set in Central Daylight Time. Please find CPE info here.

WEDNESDAY, OCTOBER 26, 2022

9:00 am - 4:00 pm

NMTC 101: The Basics -additional fee applies

Learn the fundamentals of the New Markets Tax Credit incentive, including the background, roles of significant players, the alphabet soup of CDEs, QEIs, QLICIs and QALICBs, how to avoid recapture and more, from experts with years of experience consulting on NMTC transactions.

Tracks:

Speaker: Chris Perkowski, Partner, Stinson LLP

Moderator: Rebecca Darling, Partner, Novogradac

Speaker: Nick Epifano, Manager, Novogradac

Speaker: Lisa Gibson, Director, Advisory, TAG by Cherry Bekaert

THURSDAY, OCTOBER 27, 2022

8:00 am - 9:00 am

Registration and Breakfast/Login

9:00 am - 9:05 am

Conference Welcome

The conference chair welcomes attendees, previews events of the next two days and provides information about education and networking opportunities.

Tracks:

Speaker: Brad Elphick, Partner, Novogradac

9:05 am - 9:35 am

Keynote Address

Sen. Bill Cassidy, R-Louisiana, shares his thoughts on the state of the NMTC. Sen. Cassidy is a cosponsor of the New Markets Extension Act of 2021 and has a long history of supporting community development tax incentives. Hear his thoughts on the changes for NMTC permanency legislation, as well as what stakeholders can do to advocate for the incentive.

Tracks:

Speaker: Bill Cassidy, United States Senator, State of Louisiana

9:35 am - 10:45 am

Washington Report

Our expert panel provides an update on what’s happening in the nation’s capital and how the mid-term elections might affect community development incentives. Hear about efforts to make the NMTC a permanent part of the tax code and whether to expect further legislation before this session of Congress ends.

Tracks:

Speaker: Jeff McMillen, Partner, Akin Gump

Speaker: Bob Rapoza, President and Principal, Rapoza Associates

Moderator: Michael Novogradac, Managing Partner, Novogradac

Speaker: Merrill Hoopengardner, President, NTCIC

10:45 am - 11:00 am

Balance Break

Reset for the next session. In-person attendees can grab a snack, visit the exhibit hall or make a connection in the network lounge. Online attendees can grab a snack, peruse the exhibit tab or make a connection in the chat.

Tracks:

11:00 am - 12:00 pm

Investors, Inflation and Your Development

NMTC practitioners share information on the investor marketplace in an inflationary period, including what types of developments are most attractive to investors and how to structure your transaction during a time when prices are rising. Learn what to expect and how you can maximize investment.

Tracks:

Speaker: Steve Kramer, Senior Vice President , U.S. Bancorp Community Development Corp.

Moderator: Brad Elphick, Partner, Novogradac

Speaker: James D. Howard, President, Dudley Ventures

Speaker: Spencer Gagnet, Managing Director and Manager, Tax Credit Finance Dept, Capital One

Speaker: Chimeka Gladney, Senior Vice President, NMTC, Truist Community Capital

12:00 pm - 1:15 pm

Networking Lunch

1:30 pm - 2:30 pm

Investing in Diversity

Get insight on what’s happening and what’s possible when there’s a special focus on diversity, equity and inclusion. Hear how DEI can move from a value to a fundamental in your business plan and hear what you can be doing in your organization to grow DEI.

Tracks:

Moderator: Robert Bennett, Principal, Novogradac

Speaker: Kermit Billups, Executive Vice President, Greenline Ventures

Speaker: Erik Rickard, Partner, Barnes and Thornburg LLP

Speaker: Kelly Clements, Vice President and New Markets Tax Credit (NMTC) Originator, PNC Bank

Speaker: Laurel Tinsley, Managing Director, Tax Advantage Group by Cherry Bekaert

2:30 pm - 2:45 pm

Balance Break

Tracks:

2:45 pm - 3:45 pm

QALICB Insights

Our expert panel discusses issues related to qualified active low-income community businesses, such as dealing with underwriting and lending issues, as well as readiness for NMTC investment. Gain a better understanding of how to maximize the benefits of NMTCs.

Tracks:

Speaker: Randall Minor, Shareholder, Maynard Cooper & Gale

Speaker: Elizabeth Feldmeir, Partner, Thompson Coburn LLC

Speaker: Kimberly Smith, Attorney, Butler Snow LLP

Speaker: Jake Kaplan, Senior Associate, Alston & Bird

Speaker: Courtney Tawresey, Shareholder, Munsch Hardt Kopf & Harr

Moderator: George Barlow, Partner, Novogradac

3:45 pm - 4:00 pm

Balance Break

Tracks:

4:00 pm - 5:00 pm

Award Winner Case Studies

Winners of Novogradac QLICI of the Year Award share how they navigated the NMTC space to success. Hear how your development can benefit, both financially and in making an impact on the community.

Tracks:

Speaker: Nicole Boone, Vice President of Capital Markets, Lendistry

Moderator: Amanda Read, Partner, Novogradac

Speaker: Harpreet Peleg, Chief Executive Officer, Building America CDE, Inc.

Speaker: Amanda Bloomberg, Acquisitions Manager, NTCIC

5:00 pm - 6:00 pm

Networking Reception

Cap off the first day of the conference by gathering with other attendees.

Tracks:

FRIDAY, OCTOBER 28, 2022

8:00 am - 9:00 am

Registration and Breakfast/Login

9:00 am - 9:50 am

NMTC Hot Topics

Complete your conference experience by learning the latest on a series of important issues, including how a proposed global minimum tax could affect community development, what effect new proportional amortization accounting treatment of NMTC investments would have, how potential Community Reinvestment Act reform may play out and other emerging trends.

Tracks:

Speaker: William Richter, VP, New Markets Tax Credits & Middle Market Banking, TD Bank

Speaker: Olivia Barrow Strauss, Policy Manager, Low Income Investment Fund (LIIF)

Speaker: Saurabh Narain, President/CEO, National Community Investment Fund

Moderator: Nicolo Pinoli, Partner, Novogradac

10:00 am - 10:50 am

NMTC Investment Opportunities

Hear about opportunities for NMTC investments, including Native and rural communities. Our panel also highlights other types of NMTC investment, such as renewable energy and technology investments. Get up to date on where you should consider NMTC investment and development.

Tracks:

Moderator: Rebecca Darling, Partner, Novogradac

Speaker: James Simmons, Executive Director, Community Development Tax Credits, JPMorgan Chase

Speaker: Jay Readey, Counsel & Member of Board of Managers, Ginsberg Jacobs

Speaker: Jonathan Katz, Partner, Jones Walker LLP

Speaker: Jennifer Alberding, Senior Manager, Structured Financing, Enterprise Community Investment, Inc.

11:00 am - 12:00 pm

Lessons Learned from CY 2021 NMTC Awards

Hear takeaways from the recently awarded CY 2021 NMTC round from insiders, including a look at what the CDFI Fund emphasized and how that should influence your CY 2022 application. The session includes a question-and-answer period.

Tracks:

Speaker: Elaine DiPietro, President, Blooming Ventures

Speaker: Walt Postlewait, VP of Lending, National Community Investment Fund

Moderator: Bob Ibanez, Senior Public Policy Manager, Novogradac

Speaker: Nicolo Pinoli, Partner, Novogradac